# Field service visit workflow template

> Schedule a technician, record the visit with located photos, collect the customer's signature and issue the service report.

Category: Customer service. 4 steps, 16 form fields. Includes: generates a PDF, photo evidence, signature.

## Steps

### 1. Request

Owner: Whoever starts the request.

Who needs the visit, where and why.

Fields:

- Customer (text, required)
- Contact on site (text, required)
- Phone (phone, required)
- Address (long text, required)
- Service (choice, required)
- What needs to be done (long text, required)

### 2. Scheduling

Owner: A person or team you choose.

Pick the technician and the date with the customer.

Due in 1 day (business time).

Fields:

- Technician (person, required)
- Visit (date and time, required)

### 3. Visit

Owner: The person picked in “Technician”.

Record what was done. Photos carry the date, time and location of the visit.

Issues: Service report.

Fields:

- Before (photo, required)
- After (photo, required)
- Work done (long text, required)
- Parts used (table): Part, Quantity
- Hours on site (number, required)
- Customer (signature, required)

### 4. Review

Owner: A person or team you choose.

Check the report and close the visit.

Due in 2 days (business time).

Fields:

- Billable? (choice, required)
- Notes (long text)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/field-service-visit